FN Media Group News Commentary - Due to the high computational needs of Artificial Intelligence (AI) and media applications, data centers are being increasingly deployed worldwide. These data centers ...
We estimate Marvell’s end markets to have gross margin profiles tightly grouped around the corporate average. We expect non-GAAP gross margins to remain above 60% into the long run. A rising mix of ...
NetApp makes predictions for 2025 that include lower tolerance for lock-in due to VMware changes, a shift to DRaaS, AI disillusionment, and big spends on energy infrastructure ...